See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $44,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,866 | $122,239-40.4% | $184,200-60.4% | $74,546-2.3% |
| Participation rate | 71.1% | 85.5%-14.4pp | 86.8%-15.7pp | 67.2%+3.9pp |
| Annual return | 15.53% | 19.95%-4.4pp | 28.80%-13.3pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $4,010 | $4,537-11.6% | $6,424-37.6% | $2,624+52.8% |
| Participant deferral / active EE | $10,555 | $7,139+47.9% | $9,132+15.6% | $4,347+142.8% |
| Admin fee / account holder | $287 | $1,260-77.2% | $13,907-97.9% | $1,944-85.2% |